Baystate Wealth Management’s SentinelOne S Stock Holding History

Baystate Wealth Management’s Portfolio S Stock Details S Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	$2.74K	Hold	100	–	–	﹤0.01%	1008
2023 Q3	$1.69K	Hold	100	–	–	﹤0.01%	828
2023 Q2	$1.51K	Hold	100	–	–	﹤0.01%	891
2023 Q1	$1.64K	Hold	100	–	–	﹤0.01%	860
2022 Q4	$1K	Hold	100	–	–	﹤0.01%	900
2022 Q3	$3K	Hold	100	–	–	﹤0.01%	713
2022 Q2	$2K	Buy	100 +50	+100%	+$1.4K	﹤0.01%	781
2022 Q1	$2K	Buy	+50	New	+$2.04K	﹤0.01%	772

Other funds holding S

IHG

Insight Holdings Group New York $1.42B AUM 41.03% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Redpoint Management Woodside, California $201M AUM 39.14% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

ACG

Anchorage Capital Group New York $436M AUM 38.51% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return

Sylebra Capital Palo Alto, California $774M AUM 56.69% 1-Year Est. Return

Baystate Wealth Management's S Position: Q4 2023 in Review

Baystate Wealth Management held its SentinelOne (S) position steady in Q4 2023 at 100 shares worth $2.74K. The position accounts for ﹤0.01% of the portfolio, ranked #1008.

Baystate Wealth Management first reported a position in S in Q1 2022 and has held it in 8 quarters since. The position peaked at $3K in Q3 2022. 352 funds tracked by Wall St. Rank hold S as of Q4 2023.

Baystate Wealth Management held 100 shares of SentinelOne worth $2.74K as of Q4 2023.
Baystate Wealth Management left its SentinelOne share count unchanged in Q4 2023.
SentinelOne made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #1008 holding.
Baystate Wealth Management first reported a position in SentinelOne in Q1 2022 and has held it in 8 quarters since.
Baystate Wealth Management's SentinelOne position peaked at $3K in Q3 2022.
352 funds tracked by Wall St. Rank held SentinelOne as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.